Civic Intelligence

Hopa Mountain Foundation

990 • Fiscal year 2021 • EIN 84-1635749

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

234 E Babcock EBozeman, MT 59715

(406) 586-2455

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

41st percentile

0.03x

Higher debt load relative to assets than 41% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.04x

Higher debt load relative to revenue than 39% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

55th percentile

15%

Higher net margin than 55% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

68th percentile

$95,693

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

58th percentile

13%

Faster asset growth than 58% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-42%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,869,987

Up $218,354 (+13%) from 2020

Net Assets

Up

$1,806,504

Up $232,167 (+15%) from 2020

Liabilities

Down

$63,483

Down $13,813 (-18%) from 2020

Revenue

Down

$1,410,784

Down $1,004,036 (-42%) from 2020

Expenses

Down

$1,193,461

Down $1,052,219 (-47%) from 2020

Net Income

Up

$217,323

Up $48,183 (+28%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $363,399Liabilities 2010: $39,794Net Assets 2010: $323,6052010Assets 2011: $246,374Liabilities 2011: $35,648Net Assets 2011: $210,7262011Assets 2012: $745,629Liabilities 2012: $37,198Net Assets 2012: $708,4312012Assets 2013: $1,267,019Liabilities 2013: $36,099Net Assets 2013: $1,230,9202013Assets 2014: $836,939Liabilities 2014: $41,965Net Assets 2014: $794,9742014Assets 2015: $703,286Liabilities 2015: $45,922Net Assets 2015: $657,3642015Assets 2016: $854,385Liabilities 2016: $68,125Net Assets 2016: $786,2602016Assets 2017: $836,721Liabilities 2017: $65,767Net Assets 2017: $770,9542017Assets 2018: $1,565,306Liabilities 2018: $81,119Net Assets 2018: $1,484,1872018Assets 2019: $1,422,035Liabilities 2019: $57,617Net Assets 2019: $1,364,4182019Assets 2020: $1,651,633Liabilities 2020: $77,296Net Assets 2020: $1,574,3372020Assets 2021: $1,869,987Liabilities 2021: $63,483Net Assets 2021: $1,806,5042021Assets 2022: $2,242,399Liabilities 2022: $44,805Net Assets 2022: $2,197,5942022Assets 2023: $3,109,810Liabilities 2023: $68,902Net Assets 2023: $3,040,9082023Assets 2024: $2,959,289Liabilities 2024: $61,781Net Assets 2024: $2,897,5082024

Highlighted filing

2021

Assets$1,869,987
Liabilities$63,483
Net Assets$1,806,504

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,049,4642010Expenses 2011: $1,074,2232011Expenses 2012: $1,094,4642012Revenue 2013: $1,304,866Expenses 2013: $785,045Net Income 2013: $519,8212013Revenue 2014: $569,658Expenses 2014: $988,953Net Income 2014: -$419,2952014Revenue 2015: $686,746Expenses 2015: $821,564Net Income 2015: -$134,8182015Revenue 2016: $900,636Expenses 2016: $747,595Net Income 2016: $153,0412016Revenue 2017: $741,466Expenses 2017: $758,129Net Income 2017: -$16,6632017Revenue 2018: $1,564,829Expenses 2018: $813,311Net Income 2018: $751,5182018Revenue 2019: $898,222Expenses 2019: $1,034,960Net Income 2019: -$136,7382019Revenue 2020: $2,414,820Expenses 2020: $2,245,680Net Income 2020: $169,1402020Revenue 2021: $1,410,784Expenses 2021: $1,193,461Net Income 2021: $217,3232021Revenue 2022: $1,788,312Expenses 2022: $1,342,315Net Income 2022: $445,9972022Revenue 2023: $3,203,778Expenses 2023: $2,402,255Net Income 2023: $801,5232023Revenue 2024: $1,208,260Expenses 2024: $1,377,466Net Income 2024: -$169,2062024

Highlighted filing

2021

Revenue$1,410,784
Expenses$1,193,461
Net Income$217,323
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.0
Gross Receipts
$1,461,813
Mission and Program Overview

Mission

Hopa Mountain invests in rural and tribal citizen leaders, adults and youth who areimproving education, ecological health, and economic development. Hopa Mountain provides these leaders with training, mentoring, network opportunities, and financial resources to help them create opportunities for advancing in their communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$732,211$739,865▲ $7,654
Cash and Non-Interest-Bearing Accounts$251,625$571,396▲ $319,771
Investments in Publicly Traded Securities$289,978$418,517▲ $128,539
Pledges and Grants Receivable$374,976$140,209▼ $234,767
Inventories for Sale or Use$1,956$0▼ $1,956
Accounts Receivable$886$0▼ $886
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,651,633$1,869,987▲ $218,354
Other Assets Total$1$0▼ $1
Liabilities
Accounts Payable and Accrued Expenses$77,296$63,483▼ $13,813
Total Liabilities$77,296$63,483▼ $13,813
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,224,056$977,027▼ $247,029
Net Assets Without Donor Restrictions$350,281$829,477▲ $479,196
Total Net Assets Fund Balance$1,574,337$1,806,504▲ $232,167
Total Liabilities and Net Assets / Fund Balance$1,651,633$1,869,987▲ $218,354
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bonnie L Sachatello-SawyerExecutive DirectorFT$91,136$4,557$95,693

Board Members and Trustees

NameTitle
Eric BranchPresident
Deborah GangloffMember at Large
Dr Brad HallMember at Large
Dr Shane DoyleMember at Large
Joe Horse CaptureMember at Large
Julian CollinsMember at Large
Vivian HelvikMember at Large
Dr Lynn PaulSecretary
Christine MorrisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,383,025
Program Service Revenue
$2,750
Investment Income
$25,009
Other Revenue
$0
All Other Contributions
$1,219,025
Change in Net Assets
$217,323

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$101,560Sales price
Other Non Cash Contri Table1$72,000Thrift store
Food Inventory1$5,264Selling price
Other Non Cash Contri Table1$1,117Selling price
Clothing and Household Goods-$305Selling price
Total Noncash Contributions6$180,246-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,407,754
Revenue Not Reported on Financial Statements
$3,030
Revenue Not Reported on Form 990
$17,991
Total Revenue per Audited Statements
$1,425,745
Total Revenue per Form 990
$1,410,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$658,219
Salaries, Compensation, and Employee Benefits$268,475
Grants and Similar Amounts Paid$266,767
Total Fundraising Expense$180
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$266,767--$266,767
Other Salaries and Wages$129,037$5,431-$134,468
Current Officers, Directors, Trustees, and Key Employees$95,166$526-$95,692
Fees for Services Other$84,283$3,367-$87,650
Payroll Taxes$33,070$3,442-$36,512
Fees for Services Accounting$13,913$14,833-$28,746
Other Expenses$12,300$1,536-$12,300
Office Expenses$3,090$7,136$180$10,406
Information Technology$8,514$3-$8,517
Insurance$6,917$894-$7,811
Occupancy-$7,500-$7,500
All Other Expenses-$5,000-$5,000
Travel$568$3,441-$4,009
Fees for Service Investment Mgmnt Fees-$3,030-$3,030
Pension Plan Contributions$1,803--$1,803
Total Functional Expenses$1,137,142$56,139$180$1,193,461

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,193,578
Total Expenses per Form 990$1,193,461
Expenses per Audited Statements$1,190,431
Expenses Not Reported on Form 990$3,147
Expenses Not Reported on Financial Statements$3,030
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Seventh Gen Fund Indian DevArcata, CA-Support indigenous people's prog.$60,000
North Valley Food BankWhitefish, MT-Covid support$25,000
FAST BlackfeetBrowning, MT-Capacity building.$20,000
Lake County Comm Devl CorpRonan, MT-Capacity building.$20,000
The Beauchamp KitchenWolf Point, MT-Capacity building.$20,000
Boys & Girls Club of N CheyCheyenne, WY-Capacity building.$14,070
Piegan InstituteBrowning, MT-To provide ed support services.$14,070
Autry Museum of the Amer WestLos Angeles, CA-General operations$5,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The CPA prepares a draft of the Form 990 and it is submitted to the Executive Director (ED). The Boards holds a conference call with the CPA who then presents it to the entire Board. The Board reviews the draft, makes any corrections, approves it, and then it is sent back to the ED to ratify and authorize the CPA to finalize and issue.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Hopa's Board completes new Conflict of Interest (COI) disclosure forms at their annual Board meeting. The President monitors any COI and would discuss any conflicts. So far Hopa Mountain has not had any.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The Board reviews comparable salaries in the industry doing comparable work to determine the compensation level for the Executive Director.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Hopa Mountain Inc
EIN
84-1635749
Phone
4065862455
Address
234 E Babcock E, Bozeman, MT 59715

Signing Officer

Name
Bonnie L Sachatello-Sawyer
Title
Executive Director
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bonnie L Sachatello-Sawyer
Formed
2004
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
23
Volunteers
110

Preparer

Firm
Rosie Barndt CPA Pc
Address
3382 MONIDA STREET, BOZEMAN, MT 59718
Preparer
Rosie Barndt CPA PC
Phone
4062090411
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Indigenous Scholars of Promise program:The Indigenous Scholars of Promise program is a college preparation program that provides students with training, mentoring, and support services to help them prepare to apply to the schools of their choice. High school sophomores, juniors and seniors who currently have a 3.0 GPA or above and are considering applying the colleges and universities are invited to apply to the program. OTHER PROGRAM SERVICES 5: Native Science Fellows(NSF):The Native Science Fellows program is effectively increasing the number of Native American students (ages 15-35) who are engaged in community-based geosciences education, field experiences and careers by: (1) providing role models and work experience for Native American tribal college and university students interested in the geosciences; (2) developing an annual Fellows gathering with peer networks of Native college students who are interested in pursuing geosciences careers; and (3) building a network of community-based science professionals who are committeed to the success of Native students and provide on-going support for personal, academic and professional success. OTHER PROGRAM SERVICES 6: Responding to the COVID-19 Outbreak: (1)Helped rural and tribal food pantries gain access to more financial resources and healthy food and critical supplies for use by local families. Hopa Mountain raised funds and made small grants to food pantries during COVID-19. (2) Provided childrens masks and books to rural and tribal schools that are shared with childrens lunches and summer lunch programs. Hopa Mountain has had a long-standing early literacy program called StoryMakers. We added health-related family resources through HealthMakers. (3)Supported the coordination of local response efforts in rural and tribal communities across the region. Hopa Mountain staff participated in coordinated response meetings and facilitated them when asked to. We offered resources and follow up where we could make connections that benefited a community.

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IRS990/Form990PartVIISectionAGrp/PersonNm2Christine Morris
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IRS990/MissionDesc0Hopa Mountain invests in rural and tribal citizen leaders, adults and youth who areimproving education, ecological health, and economic development. Hopa Mountain provides these leaders with training, mentoring, network opportunities, and financial resources to help them create opportunities for advancing in their communities.
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IRS990/PrincipalOfficerNm0Bonnie L Sachatello-Sawyer
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02750
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IRS990/ProgSrvcAccomActy2Grp/Desc0Hopa Mountain's StoryMakers and HealthMakers Programs:Hopa Mountain's StoryMakers and HealthMakers programs offer parents of children ages 0-8 with high-quality books and early learning resources to support children's health and early literacy; child development information and book-sharing ideas; and personal encouragement for parents and caregivers as they support their children's learning and health habits every day.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0291416
IRS990/ProgSrvcAccomActy3Grp/Desc0Responding to the COVID-19 Outbreak: (1)Helped rural and tribal food pantries gain access to more financial resources and healthy food and critical supplies for use by local families. Hopa Mountain raised funds and made small grants to food pantries during COVID-19. (2) Provided childrens masks and books to rural and tribal schools that are shared with childrens lunches and summer lunch programs. Hopa Mountain has had a long-standing early literacy program called StoryMakers. We added health-related family resources through HealthMakers. (3)Supported the coordination of local response efforts in rural and tribal communities across the region. Hopa Mountain staff participated in coordinated response meetings and facilitated them when asked to. We offered resources and follow up where we could make connections that benefited a community.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0282592
IRS990/ProgSrvcAccomActy3Grp/GrantAmt043000
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IRS990/PYRevenuesLessExpensesAmt0169140
IRS990/PYSalariesCompEmpBnftPaidAmt0342461
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.96$0.06$2.90$1.21$1.38$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.07$3.04$3.20$2.40$0.80
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.04$2.20$1.79$1.34$0.45
2021Detailed filing. Detailed filing data is available for this year.$1.87$0.06$1.81$1.41$1.19$0.22
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.08$1.57$2.41$2.25$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.06$1.36$0.90$1.03$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.08$1.48$1.56$0.81$0.75
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.07$0.77$0.74$0.76$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.07$0.79$0.90$0.75$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.05$0.66$0.69$0.82$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.04$0.79$0.57$0.99$0.42
2013Detailed filing. Detailed filing data is available for this year.$1.27$0.04$1.23$1.30$0.79$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.04$0.71$1.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.04$0.21$1.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.04$0.32$1.05